US · Technology · Software - Application
EPS came in at 0.14 against a street estimate of 0.08 — a beat of 75.0%.
Analysts rate Unity Software Inc a strong buy (23 buy, 3 hold, 0 sell out of 26) with an average price target of $50.45.
CONFIDENT Unity delivered exceptional Q2 with Vector (ads) up 23% QoQ, approaching $1B run rate. Strategic revenue +63% YoY, EBITDA margins hit 29%. Unity 7 launching Q4 beta promises to democratize game creation via AI agents. Q2 2026 China called out as growth driver for Create; Asia noted as new advertiser entrants, but geographic split not provided. Analysts focused on Vector's sustainability (step-function model improvements?), runtime contribution magnitude, and Unity 7's cross-sell impact on Create. Management emphasized compounding AI loops (product updates + data + models), avoided isolated metrics, and framed 7 as TAM expansion, not just efficiency gain. 2026-08-06…
Full summary in the app.
| Fund | Stake |
|---|---|
| SILVER LAKE GROUP, L.L.C. | 7.89% |
| SC US (TTGP), LTD. | 7.23% |
| BlackRock Inc | 5.31% |
| Vanguard Portfolio Management, LLC | 4.65% |
| Vanguard Capital Management, LLC | 3.91% |
| Slate Path Capital LP | 3.65% |
| Atreides Management, LP | 2.33% |
| D. E. Shaw & Co LP | 2.06% |
| Document | Date |
|---|---|
| Quarterly report · Q3 2026 HEADLINE NUMBERS • Q3 2026 revenue was $622,092 thousand, up from $470,615 thousand in Q3 2025. • Q3 2026 net income attributable to Unity was $121, | 2026-11-05 |
| Results announced · Q4 2026 HEADLINE NUMBERS • Q3 2026 revenue was $622 million, up 32% year-over-year from $471 million. • Strategic revenue was $597 million, up 59% year-over | 2026-11-05 |
| Board / officer change · Q3 2026 UNITY SOFTWARE INC. - FORM 8-K SUMMARY HEADLINE NUMBERS • CEO Matthew Bromberg granted 880,000 performance-based, price-vesting restricted stock uni | 2026-08-19 |
| Quarterly report · Q2 2026 UNITY SOFTWARE INC. - FORM 10-Q SUMMARY Quarter Ended June 30, 2026 --- HEADLINE NUMBERS • Revenue (Q2 2026): $546.5 million, up 24% from $440.9 mi | 2026-08-06 |
| Results announced · Q3 2026 UNITY SOFTWARE Q2 2026 FINANCIAL RESULTS SUMMARY HEADLINE NUMBERS • Total Revenue Q2 2026: $546 million, up 24% year-over-year from $441 million in | 2026-08-06 |
| Board / officer change · Q3 2026 UNITY SOFTWARE INC. - FORM 8-K SUMMARY HEADLINE NUMBERS • Michael Lieb appointed as Chief Accounting Officer and principal accounting officer effect | 2026-07-27 |
| Board / officer change · Q3 2026 UNITY SOFTWARE INC. - FORM 8-K SUMMARY HEADLINE NUMBERS • Filing Date: July 16, 2026 • Event Date: July 13, 2026 • Company: Unity Software Inc. (NYS | 2026-07-16 |
| Quarterly report · Q1 2026 UNITY SOFTWARE INC. – Q1 2026 10-Q SUMMARY HEADLINE NUMBERS • Revenue Q1 2026: $508.2 million (up 16.8% vs. Q1 2025's $435.0 million) • Net Loss Q1 | 2026-05-07 |
Readable in the app.
| Announcement | Date |
|---|---|
| Fourth-quarter revenue and adjusted EBITDA guidance announced Unity reported a strong third quarter ended September 30, 2026. Revenue rose 32% year over year to $622 million, including $597 million of strategic revenue, up 59%. Grow Solutions revenue i | 2026-11-05 |
| Q3 2026 revenue and adjusted EBITDA guidance raised significantly Unity reported strong Q2 2026 results, calling it "arguably the best quarter in Unity's history as a public company." Key metrics: Total revenue grew 24% year-over-year to $546 million, with | 2026-08-06 |
| Q1 2026 results reported; Q2 2026 revenue and EBITDA guidance provided Unity reported Q1 2026 results showing strong top-line growth and profitability improvement, though burdened by one-time charges. Total revenue grew 17% year-over-year to $508 million, with | 2026-05-07 |
Technicals, trade setups with a published hit rate, AI analysis and earnings-call summaries for Unity Software Inc — free to start.
Open in the appGoogle PlayApp StoreData updated 2026-11-07.